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Stocks R / Radyne Corp.


Subject:  points from Yahoo board Date:  5/24/2004  6:10 PM
Author:  dWazy Number:  25 of 96

This from "Bart706" regarding RADN - would appreciate input, especially from TMF/Tom.

1)While the 39% sales growth in Q1 was impressive, don't lose sight of this little comment in the Q1 earnings release:

"Increased sales were due in part to improved manufacturing cycle time and the accelerated shipment of product originally scheduled for the second quarter, due to customer request."

Maybe they can continue to grow but don't for get that history shows a declining business form 2000-2002 and only about 1/2 of a percent (.005) increase in 2003.

2)Directors and exectutives only own 8.1% of the shares (1.4M). As a reference point, Simon owns over 2M shares of FARO by himself.

3)Fully diluted shares are increasing rapidly. There were 15.31M shares as of the end of March 2003, but now there's 17.66M as of the end of March 2004.

4)I just don't like to see close to 2M options that have an average price of $6.42. Those could get turned around for a nice profit while only adding to the RADN stock supply.

Good luck,

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